Surience Private Wealth’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,423
Closed -$295K 34
2023
Q2
$295K Sell
5,423
-53,522
-91% -$2.91M 0.42% 24
2023
Q1
$3.15M Buy
+58,945
New +$3.15M 4.64% 9